Sales

Introduction

snapSales supports sales to both domestic and export destinations. A sale represents one or more loads (or containers) dispatched to a customer that are invoiced and documented together.

Life-cycle of a sale

Sales typically progress through these stages:

Steps 1 and 2 are optional. You may choose to let snapSales generate the sale in step 3.

  1. You can enter a new sale with a unique Sale code. Fill in as many details as you wish in the General and Export sections.
  2. Add Store orders to the sale. These are your shipping instructions to the store(s).
    Once the shipment is dispatched...
  3. Import a LOGISTICS -> Transfer EDI file from the store containing details of the produce dispatched.
  4. Complete any remaining details in the General, and Export sections.
  5. Enter your expected income in the Income section.
    a. Lock the exchange rate or allocate the sale against available FX contracts.
    b. Generate the advance and/or final invoices for your customer.
  6. Select a SETUP -> Cost templates for this sale in the Costs section and confirm appropriate shipping rates have been applied.
  7. Review the Pay to section to check who will be paid the proceeds from this sale, the payment basis, and set advance and final prices (for fixed price sales).
  8. Use the Customs section to create and send your Export Declaration to NZ Customs.
  9. Use the MPI section to generate a request for a Phyto-cert.
  10. Use the Docs section to compile and send all the generated invoices, reports and EDI files to the customer, consignee, shipping lines, etc.
When an Account Sale is received from your customer (ie for consignment sales)...
  • Revise the sale Income to include the actual income and any offshore costs deducted.
  • Generate a final invoice (if an adjustment is needed).
  • Update the sale status (ie account sold)
When a payment is received from your customer...
  • Enter the payment, allocating it to the appropriate sale invoices.
  • Update the sale status (ie advance paid)
When you receive invoices for costs specific to this sale (eg shipping)...
  • Revise the sale Costs overriding the template or default shipping costs.
Once all income and costs have been confirmed for the sale...
  • Update the sale status to Finalised. This will allow the sale to be selected in upcoming Grower Payment runs for any suppliers being paid on a Consignment basis.